Client Service Associate
1 week ago
Horaire: Temps plein
Secteur d’activité: Gestion de patrimoine TD
Dans ce rôle, vous fournirez un soutien à la vente et au service aux planificateurs financiers de TD Wealth (FP) dans la révision des progrès, le contact client et le développement des affaires. li>Aider à la réalisation rapide et précise des ouvertures de nouveaux comptes, des transferts de comptes et de liquidités, ainsi que d'autres documents administratifs et demandes transactionnelles pour les planificateurs et les clients.Recueillir et analyser des données pour identifier et résoudre des problèmes complexes, en les escaladant si nécessaire.Créer une expérience positive à chaque interaction et chercher des moyens d'améliorer continuellement les ventes et le service.Participer pleinement en tant que membre de l'équipe, en soutenant un environnement de travail positif et orienté vers le service.Diplôme universitaire ou collégial et/ou minimum de 2 ans d'expérience dans le secteur.-
Client Services Associate
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Client Service Associate
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Client Service Associate
6 months ago
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Client Services Associate
6 days ago
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Client Service Associate
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